Community Health Representative E-Learning Training SOW.pdf
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- Solicitation number
- 75H70425R00009
About this file
This is a Statement of Work (SOW) for a web-based interactive distance learning project for Community Health Representatives (CHRs) in the Indian Health Service (IHS) and Tribal Programs. The SOW outlines the development of three comprehensive training tiers: CHR Basic Training (continuing current modules), CHR I - Foundations (13 modules to be developed in option year one), CHR II - Navigation and Coaching (10 modules focused on advanced health coaching and patient support), and CHR III - Supervisor Training (8 modules for leadership development).
The contract (75H70425R00009) requires the contractor to provide a Learning Management System (LMS) with unlimited user access, capable of course management, certificate generation, and detailed reporting. The period of performance is 12 months with three 12-month option periods. Key deliverables include monthly and quarterly reports, comprehensive data dashboards, course evaluations, and an annual report. The training modules must reflect CHR workforce demographics, align with National C3 Council competency standards, and support Medicare and Medicaid reimbursement models. All training materials will be the sole ownership of IHS, with the contractor responsible for developing, implementing, and maintaining the online training platform.
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Indian Health Service Community Health Representative E-Learning Training
Statement of Work 75H70425R00009
I. Mission II. Background
III. Scope IV. General Requirements V. Business Relations
VI. Contract Administration and Management VII. Personnel Administration
VIII. Subcontract Management IX. Contractor Personnel, Disciplines, and Specialties X. Location and Hours of Work
XI. Travel/Temporary Duty (TDY) XII. Performance Requirements
XIII. Established Training Website XIV. Learning Management System XV. Reporting
XVI. Participation Database XVII. Course Evaluation
XVIII. Cultural Competency XIX. Training Management System Technical Assistance XX. Securing and Safety/Storage and Disposition of Materials
XXI. Website Information XXII. Correspondence and Conference Calls
XXIII. Deliverables XXIV. Deliverables Table
Web-Based Interactive Distance Learning for Community Health Representative Programs in IHS and Tribal Programs.
I. Mission The mission of the Indian Health Service (IHS) is to raise the physical, mental, social, and spiritual health of American Indians and Alaska Natives (AI/AN) to the highest level.
II. Background
The Community Health Representatives (CHR) Program was established in 1968, under the 1921 Snyder Act (25 U.S.C. 13). CHRs are frontline public health workers who are trusted members of the community with a close understanding of the community, language, and traditions. CHRs serve as a link between the clinical setting and the community to facilitate access to services and improve the quality and cultural competence of service delivery. They assist by increasing the health knowledge of patients and communities through a broad range of activities such as access to care, outreach, community education, informal counseling, social support, and advocacy. The National IHS CHR Program provides training and technical assistance to tribal CHR programs to address healthcare needs through the provision of community-oriented health services. There is an estimated range of 1,200 to 1,800 CHRS representing over 300 tribes in all 12 IHS Areas. Currently, the National CHR Program provides Basic, Advanced, and Specialty online training courses to para-professional community health representatives. Participants, upon completing CHR Basic, Advanced, and Specialty training, receive certificates of completion after the user completes all courses, and successfully passes the final training exam, and/or other identified modules. Current users have the ability to participate in self-directed web-based education 24/7.
III. Scope IHS needs to expand and enhance current online, off-the-shelf training activities for Community Health Representatives, including the expansion of CHR Basic training modules. The expansion will result in three new training categories identified as CHR I - Foundations, CHR II – Navigation and Coaching (New Development), and CHR III – Supervisor Training (New Development). All training modules must reflect the CHR workforce with photos, imagery, and statistics, as applicable. The base year of the contract will consist of developing CHR II and III training programs and continuing CHR Basic training. Option year one will include developing CHR I – Foundations' new training materials and launching CHR II and III training programs while still maintaining basic CHR training. The IHS will need access to a Learning Management System (LMS) starting in option year two to continue CHR I – Foundations, CHR II – Navigation and Coaching, and CHR III – Supervisor Training. Additionally, certification renewal and continuing education oversight are needed for the duration of the contract. All training category modules created, comprising CHR I, CHR II, and CHR III, are the sole ownership of the IHS.
CHR Basic Training courses currently include the following modules:
1. CHR Overview
2. Advocacy Skills
3. Community Outreach and Engagement
4. Communication Skills
5. Interpersonal Skills
6. Social Determinants of Health
7. Chronic Illness
8. Infectious Disease
9. Promoting Healthy Lifestyles
10. Care Coordination and System Navigation
11. Individual and Community Assessment Skills
12. Teaching and Facilitation Skills
13. Capacity Building Skills
14. Professional Conduct and Ethics
15. Health Literacy: A Start
16. Cultural Competency
17. Conclusion
This training will be offered during the duration of the base year and OY I to ensure education is still being provided for CHRs.
CHR I (Foundations) training tier will be developed and completed in option year one of the contract. See below of scope:
CHR I – Foundations Courses must include the following:
1. CHR Overview (update)
2. Home Visiting (existing)
3. Communication Skills
4. Interpersonal and Relationship-Building Skills
5. Individual and Community Assessment Skills
6. Capacity Building Skills
7. Advocacy Skills
8. Education and Facilitation Skills
9. Care Coordination and Navigation
10. Professional Conduct and Ethics
11. Evaluation and Research Skills
12. Public Health Principles
13. Self-Care
The following improvements are desired in CHR I – Foundations:
1. The inclusion of several high-impact improvements that modernize the course and align it with the national competency recommendations identified by the National C3 Council.
2. They include one major revision to the CHR Overview Module (convert from text-based to self-guided format with animation), and the inclusion of two new modules, Public Health Principles and Self-Care.
3. Add Home Visiting and Evaluation, and Research Skills, currently offered from the Advanced and Specialty training section.
CHR Training II will be developed and completed in the Base Year, see scope below:
CHR II – Navigation and Coaching focuses on advanced skills in health coaching, patient support, and navigation that are aligned with the needs of AI/AN communities facing rising chronic disease rates. The goal is to prepare CHRs to support long-term conditions through person-centered care and alignment with Medicare-supported models like Chronic Care Management (CCM), and the Physician Fee Schedule for CHW Reimbursement with the Social Determinants of Health, Patient Illness Navigation, and Community Health Improvement. The following modules (2-10) are for new development and (module 1 is an existing module), for a total of 26 hours.
1. Health Coaching for Better Health Care (existing module)
2. Person-Centered Planning and Care Plans
3. Assessments and Observation Skills
4. Understanding Functional Needs
5. Advanced Communication
6. Addressing Barriers to Care
7. Advanced Care Planning and Decision Support
8. Coordination of Care and Community Services
9. Supporting Families and Caregivers
10. Documentation and Reporting
CHR Training III will be developed and completed in the base year, see scope below:
CHR III—Supervisor Training is designed for CHRs who want to advance into leadership and management roles within their programs and communities. The following new modules for development are listed below, for a total of 20 hours.
1. Leading at the Community Level (existing module)
2. Organizational and Program Development (existing module)
3. Conflict Resolution and Team Management
4. Financial Management and Sustainability
5. Health Systems Navigation and Policy Advocacy
6. Clinical and Public Health Systems Integration
7. Mentorship and Staff Development
8. Emotional Intelligence and Decision Making
It is expected that any and all training developed and enhanced during the contract will be transferred to IHS after the contract closes. IHS is to own any and all training materials outright and consider them proprietary. Once the completion of CHR training I, II, and III, the contractor will facilitate an LMS for these trainings.
Certificate Renewal and Continuing Education Oversight. The contractor will support the coordination and oversight of CHR certificate renewals in partnership with Area CHR Representatives. This will be accomplished for the duration of the contract period for base and all option years. CHRs who complete CHR I are required to complete 20 hours of continuing education every two years to maintain their certification. Tracking and notifications may be handled manually or through reporting tools, with no custom database development. Oversight includes:
o Designing a manageable process for tracking certificate renewals.
o Sending monthly reminders to CHRs and supervisors ahead of expiration dates.
o Coordinating with Area CHR Representatives to ensure accurate reporting.
o Curating or maintaining a list of eligible continuing education opportunities.
o Tracking and reporting CHR I, II, and CHR III training certificates.
o The Contractor will also coordinate with the Native American Fitness Council to obtain quarterly reports listing participants who have earned the following specialty certifications.
Exercise & Aging Specialist Medical Conditions and Exercise
The ability to download certificates of completion after the user completes the courses in each section is a requirement. Data must be monitored and tracked within the packaged Learning Management System (LMS) with full reports accessible by the agency. The ability to print agency-specific CE certificates may be necessary. IHS will provide pre-existing CHR training modules specific to the CHR program. All additional CHR modules must comply with the C3 Council’s core competencies. Users shall be able to participate in self-directed web-based education available at all times so that staff may access it at their leisure, from home, or work.
The contractor must provide a certificate of completion listing CHR competencies. The National Council on CHW Core Consensus Standards (e.g., National C3 Council), Chronic Care Management (CCM), and Physical Fee Schedule for CHW Billing and Reimbursement are requirements for modules/courses on knowledge competencies and skills, in addition to IHS required modules.
IV. General Requirements This section describes the general requirements for this effort. The following sub-sections provide details of various considerations on this effort. The following schedule of tasks and deliverables outlines the requirements necessary to organize, develop, facilitate, manage, and evaluate comprehensive, system-wide training for CHRs.
The expectation is that the contractor will engage in a range of activities that will initiate and solidify all of the training curriculum courses that meet requirements for training education standards of skills and competencies, as applicable.
V. Business Relations The contractor shall successfully integrate and coordinate all activities needed to execute the requirement. The contractor shall manage the timeliness, completeness, and quality of problem identification. The contractor shall promptly identify issues, establish corrective action plans, and effectively manage any subcontractors. The contractor shall ensure customer satisfaction and ensure that all contractor personnel display professional and ethical behavior.
VI. Contract Administration and Management The following subsections specify requirements for contract, management, and personnel administration. The contractor shall establish processes and assign appropriate resources to administer the requirement effectively. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support this effort. The contractor shall assign work effort and maintain proper and accurate timekeeping records of personnel assigned to work on the requirement.
The contractor will meet with the Contracting Officer Representative (COR) and IHS officials within 7 days of the contract award to become acquainted with DCCS staff, review the Scope of Work (SOW), discuss timelines and deliverables, and to begin initial planning. The contractor and COR will hold a kick off meeting at the beginning of each option year if exercised to revisit and make adjustments (if necessary) to the comprehensive action plan, quality assurance plan, communications plan, evaluation plan, and project plan, to discuss ongoing tasks in the PWS, and new deliverables for the option year.
The comprehensive action plan (which includes proposed activities for each deliverable, a description of each product and an estimated timeline with milestones) will be provided within two weeks of Blank Purchase Agreement (BPA) initiation. The comprehensive action plan must be approved by the CO prior to the initiation of services and activities under this agreement.
The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to the requirement. The contractor must maintain continuity between the support operations, the contractor's corporate offices and the Indian Health Service Division of Clinical and Community Services (DCCS).
VII. Personnel Administration The contractor will provide the following management and support as required. The contractor shall maintain the currency of their employees by providing initial and refresher training as required to meet the SOW requirements. The contractor will make necessary travel arrangements for employees. The contractor shall provide the necessary infrastructure to support contract tasks.
The contractor will provide administrative support to employees in a timely fashion (time keeping, leave processing, pay, emergency needs).
VIII. Subcontract Management The contractor will be responsible for any subcontract management necessary to integrate work performed on this requirement and will be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the CO or COR.
IX. Contractor Personnel, Disciplines, and Specialties The contractor will accomplish the assigned work by employing and utilizing qualified personnel with appropriate combinations of education, training, and experience. The Contractor will provide the necessary resources and infrastructure to manage, perform, and administer the contract.
X. Location and Hours of Work Normal workdays are Monday through Friday, except US Federal Holidays. Workers typically work eight (8) hours per day, 40 hours per week. Flextime workers start no earlier than 0600 and no later than 0900. Core work hours are from 0900 to 1500 daily. All employees are expected to be available during core hours.
XI. Travel/Temporary Duty (TDY) Under this contract, travel for the selected contractor is not required, and travel for training participants is not covered.
XII. Performance Requirements The contractor will be responsible for implementing a culturally appropriate web-based interactive distance learning management system for:
• CHR Basic Training, CHR I – Foundations, CHR II – Navigation and Coaching, and CHR III – Supervisor Training. (see above)
• Multimedia Development - Each newly developed module will include one custom animation (up to 2 minutes in length) designed to reinforce key learning points and enhance learner engagement. Animations will align with the module’s learning objectives and follow the program’s visual style guidelines.
• Certificate Renewal and Continuing Education Oversight. The contractor will support the coordination and oversight of CHR certificate renewals in partnership with Area CHR Representatives. CHRs who complete CHR I are required to complete 20 hours of continuing education every two years to maintain their certification. Tracking and notifications may be handled manually or through reporting tools, with no custom database development. Oversight includes:
o Designing a manageable process for tracking certificate renewals.
o Sending monthly reminders to CHRs and supervisors ahead of expiration dates.
o Coordinating with Area CHR Representatives to ensure accurate reporting.
o Curating or maintaining a list of eligible continuing education opportunities.
o Tracking and reporting CHR I, II, and CHR III training certificates.
o The Contractor will also coordinate with the Native American Fitness Council to obtain quarterly reports listing participants who have earned the following specialty certifications.
Exercise & Aging Specialist Medical Conditions and Exercise
Occupational regulation involves competency-based standards that are compatible with a set of core competency skills and standards for CHRs per the National Council on CHW Core Consensus Standards (e.g., National C3 Council).
The period of performance for this shall be 12 months from the date of award, with three 12-month option periods. All training must be completed within the stated performance period. The contractor will not oversell or presell training services.
XIII. Established Training Website
The contractor will provide the following services to IHS:
A comprehensive training package for IHS CHRs with unlimited usage. For training package, the contractor shall provide a LMS and training modules capable of the following:
• Allow addition and/or deletion of courses to an individual users account.
• Contractor shall provide a detailed process of how they will create new or custom educational modules including use of contractor’s subject matter experts to successfully develop the material.
• Include post-test or assessment of learning tool, as needed.
• Must be able to survey or evaluate course(s).
• Ability for course participants to print out certificates of completion online.
• All user data must be stored on host server with the customer’s own database.
• System must be able to accept LMS user authentication.
• Host server must be secure and a guarantee that sensitive information is protected.
• The ability to create new or custom educational materials is required.
• Ability for local administrator(s) at each IHS medical facility to determine access and administrative privileges for users and managers, as needed.
• Ability to provide Exception Reports, in that the administrators can assign a course curriculum and then track who has not completed said curriculum.
• Ability to assign curriculum and/or courses to a user or group of users with specified required date for completion.
• Ability to include a remediation function to show users which test questions were answered incorrectly.
• Ability to show which questions were missed and provide another opportunity to answer them.
• An electronic training manual for using LMS shall be included
• Technical support will be provided at no additional cost.
• Unlimited user access.
• Ability for IHS to review and modify existing contractor modules for contractor to implement in the LMS.
XIV. Learning Management System
Description of Services: Contractor shall furnish all licenses, parts, materials, labor, tools, equipment, supervision, and support necessary to provide installation, maintenance, and software updates for the Online Education Courses System and the delivery of service to the IHS medical facilities during the period covered by the agreement. Contractor shall provide a license and any telephone support must be provided at no additional cost. Licenses and services shall be performed in accordance with the terms and conditions as further defined in the statement of work.
The contract is intended to expand access of online learning to users by offering courses on a 24 hour a day/7 day a week basis. This would be provided via Internet connection, with the Contractor hosting this LMS. Contractor will provide needed data extracts on a regular basis in a format usable by both parties.
The products and services described shall have the following features, capabilities and course content:
• Web-based learning management system with training content for para-professionals.
• Courses will be hosted by the Contractor and launched from the Contractor’s Online LMS.
• Ability to distribute courseware via the Internet.
• Upon completion of the course(s) and post-test(s) on the Internet, the course participant will receive immediate scoring and then may (print out) completion certificates.
• Non-exclusive license to employ Internet courses for training in IHS medical facilities.
• Servers are geographically deployed across the United States for greater stability.
• System must provide training, testing, tracking, and printable education records for record-keeping for IHS users that complete the online courses.
• Contractor must provide a certificate of completion listing out CHR competencies.
• Contractor must provide an option for the agency to develop and post IHS/Tribal specific educational activities, with full control of content. Data must be monitored and tracked within the packaged LMS with full reports accessible by the agency. The LMS must include the ability to print certificates that are agency-specific.
• Contractor will host all course content, testing functions, and course completion record keeping on the contractor’s server of any required data.
• Data extracts will be provided by host on a regular basis in a format usable by Contractor and IHS medical facilities.
• Provide an online training platform, a printable User's Guide, and technical Frequently Asked Questions (FAQs).
• Ability to provide accessibility to data in a usable format.
• Access to system 24 hours a day/7 days a week with appropriate available customer/technical support.
• No employee personal data will be stored on the Internet.
• User (employee) data must be directly accepted from the education tracking system.
• Site must be secure.
• Must be accessible from locations other than the employee’s worksite.
• Allow addition and/or deletion of courses to an individual user's account.
• Must have post-test or assessment of learning tool capability linking completion of the course to the export/import functionality.
• Must be able to survey or evaluate the course(s).
• Ability for course participants to print out certificates of completion online.
• Ability to view course content (text and graphics, links, PowerPoint, streaming video streaming, etc.) online from any PC with Internet access.
• All user data must be stored on host server with the customer’s own unique database.
• System must be able to accept LMS user authentication.
• Hosting access plan for 1,000 users per month.
XV. Reporting The contractor shall follow the reporting plan submitted as part of the proposal and keep the Government fully informed of the status throughout the contract period. Throughout the contract periods, it is essential that attention be given to minimize interruptions or delays to work in progress that would impact the mission.
The Contractor shall provide status reports to the COR and Project Managers (PMs) to include but not be limited to expense variance to budget, logistical updates, attendee metrics, attendee training evaluations, project plan tracking, evaluation data, and other items as determined by the COR. The Contractor shall deliver status reports by email or postal service no less than every month but may be adjusted as determined necessary by the COR throughout the course of the project. Electronic reports shall be presented in Microsoft Office format and approved by the COR. The monthly status reports shall be discussed at the Start-Up meeting.
The Contractor shall provide to the COR/PMs, annual performance reports that include but are not limited to project plan status and accomplishments, fiscal accountability, evaluation data, sub-Contractor performance reports (if applicable) and a Contractor self-evaluation report. The Contractor shall provide a written outline of the annual report to the COR for approval according to the deliverable schedule. The annual reports shall be delivered by e-mail. The annual report shall be discussed at the Start-up meeting.
a) Monthly Reports. The written monthly reports will include –
i. CHR I, CHR II, CHR III - Participant database/list, including:
a. Number of participants (new users, renewed).
b. Date of completions of each participant.
c. Number of certificate renewals.
d. List of eligible continuing education opportunities
e. Tracking and reporting CHR I, CHR II, and CHR III training certificates.
f. Participant employer/site/professional category (identification and count of program or health facility where each participant is associated).
g. Verification of the participants’ eligibility (verifying the identified Tribe is eligible for training due to non-acceptance of tribal shares).
ii. Participant evaluations of the course.
iii. Course statistics, including number of participants, number of applicants, number of approved applicants who did not attend training, and number of participants that the training could accommodate.
iv. Training courses that require completing and receiving a passing grade on pre-course training modules, the contractor will include number of participants receiving the pre-course modules, scores of completed pre-course modules, and number of participants who did not complete modules or courses.
v. Accounting of all monthly costs incurred.
vi. Provide IHS with queries when requested.
b) Annual Reports. The annual reports must include –
i. The formal outline will be discussed in the start-up meeting.
XVI. Participation Database The contractor will maintain a participant database in a secure environment and provide the COR and PMs queries as requested. Must provide at a minimum: number of participants; number of successful and unsuccessful participants completing training and certification; identification and count of eligible Tribes associated with participants; identification and count of training courses offered including dates of training (at least month and year); the number of participants in training courses offered; and training course evaluation data.
The contractor will communicate with enrolled participants and notify them when training will expire: one month before expiration and two weeks before expiration.
The contractor will close out any inactive participants and ensure the list is accurate and up to date.
XVII. Course Evaluation– The vendor will provide:
a) All students with an end-of-course evaluation to assess the training course.
b) Course Evaluations will be sent to the COR on a monthly basis.
c) Students must receive or be sent an accredited certificate at least 2 weeks at the conclusion of the course.
XVIII. Cultural Competency The contractor will ensure that instructors who teach and/or interact with students, Tribes and tribal personnel communicate in a culturally appropriate and respectful manner. An available resource is: A Guide to Build Cultural Awareness: American Indian and Alaska Native.
XIX. Training Management System Technical Assistance – The vendor will provide technical assistance to students which include but not limited to:
a) Troubleshooting website technical issues.
b) Questions regarding training content, pre-course training modules if needed, and process of course evaluation and/or certification process.
The contractor will develop and implement a secure web-based interactive distance learning management system that meets all identified requirements.
XX. Securing and Safety/Storage and Disposition of Materials Disposition of any national training and marketing materials will be determined in the Start-Up meeting. Storage should be available as soon as national materials are generated. A disposition schedule will be discussed with the COR during the Start-Up meeting.
XXI. Website Information At a minimum, the information on the website shall provide: the capability for online training registration, the training flyers, announcements, and communications materials for trainings, and other information deemed necessary by the COR. All web-based materials, including curriculum https://store.samhsa.gov/product/American-Indian-and-Alaska-Native-Culture-Card/sma08-4354 content, presentations, webinars, etc. must be 508 compliant. Website finalization requires approval by the COR.
XXII. Correspondence and Conference Calls The Contractor shall provide quarterly updates and correspondence as determined necessary by the COR. The quarterly conference call schedule may be adjusted as determined by the COR.
Training updates and correspondence include but are not limited to training summaries, conference call agendas and minutes, and any other items deemed necessary by the COR.
XXIII. Deliverables The contractor shall provide deliverables as described below and in subsequent requests for services. Deliverables shall be specified by the government. Format and delivery schedule for deliverables shall be outlined in the contract data requirements list (CDRL) and/or other means to be determined (TBD).
XXIV. Deliverables Table
Deliverables
Details Frequency, Date, or Timeframe
Medium and Format Submit to
Contract Kick-Off Meeting Once, within 15 working days after award of contract
Teleconference, IHS will schedule and provide the teleconference information
N/A
Comprehensive Action Plan: (1) Quality Assurance Plan, (2) Project Plan, (3) Communications Plan, (4) Evaluation Plan, (5) Competency Domain Dashboard for chronic care management, physician c schedule, CHW reimbursement.
1 month after Kickoff Meeting
The Comprehensive Action Plan must be submitted electronically by email.
Microsoft Word or Portable Document Format (PDF) files are acceptable.
COR
CHR Basic Training Continuation of current CHR basic training during the base year.
Ongoing in base year and
OY 1
LMS – Subscription PM/COR
CHR I – Foundations Training Package:
13 total modules. See the scope of work.
Once, develop and complete by the end-of-option year 1. Continues
OY 2.
LMS – Subscription N/A
CHR II – Navigation and Coaching Training Package:
(1) Health Coaching for Better Health Care (Existing module) expanded with an introduction to care navigation and the CHR’s role in behavior change. Introduces chronic disease coaching as a long-term engagement strategy. Emphasize how CHRs stay within non-clinical boundaries and collaborate with the care team.,
(2) Person-Centered Planning and Care Plans (new module) expands on goal setting, autonomy, collaborative planning, and decision-making support, including individuals managing complex, overlapping chronic conditions.
(3) Assessments and Observation Skills (new module) Covers CHRs’ role in observing, screening, and gathering information.
(4) Understanding Functional Needs (new module) Covers Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs), identifying support needs, and referrals.
(5) Advanced Communication (new module) Covers ways to connect with people to support behavior change and disease self-management, including motivational interviewing, active listening, and cultural communication.
(6) Focus on transportation, language, literacy, trust, and home/environmental safety.
(7) Advanced Care Planning and Decision Support (new module) Covers CHRs’ role in facilitating non-clinical conversations about advance care planning and decision-making related to complex chronic conditions, including but not limited to dementia.
(8) Coordination of Care and Community Services (new module) Emphasizes teamwork, referrals, communication with providers, and reducing duplication
(9) Supporting Families and Caregivers (new module): Recognizing caregiver strain, building support networks, and making referrals.
(10) Documentation and Reporting (new module) Covers non-clinical documentation practices.
Frequency, Date, Timeframe: Once, develop and completed by end of base year. Continues in OY 1 & 2.
LMS – Subscription OY 1. Hosting Fee in OY 2.
CHR III – Supervisor Training Package
(1) Leading at the Community Level (Existing module)
(2) Organizational and Program Development (Existing module) through a subscription. Planning, improving workflows, program building, setting goals, and resource management
(3) Conflict Resolution and Team Management (new module): managing teams, resolving internal conflicts, fostering a healthy workplace culture.
(4) Financial Management and Sustainability (new module): This module provides an Overview of billing codes and care models, focusing on how CHRs support Medicare and Medicaid reimbursement, including CCM and tribal health billing systems.
(5) Health Systems Navigation and Policy Advocacy (new module) Understanding and influencing health systems;
overview of tribal, federal, and local systems.
(6) Clinical and Public Health Systems Integration (new module): Collaborating with care teams, appropriately sharing client information, and making referrals.
(7) Mentorship and Staff Development (new module) supports new CHRs, peer learning, supervisory communication, and check-ins.
(8) Emotional Intelligence and Decision Making (new module): self-awareness, empathy, culturally responsive leadership, decision frameworks.
Frequency, Date, Timeframe: Once, develop and completed by end of base year. Continues in OY 1 & 2.
Certificate Renewal and Continuing Education Oversight
Comprehensive data dashboard Quarterly Monthly reports must be submitted electronically by email. Microsoft Word or PDF files are acceptable
PM
Monthly Report of Activities Comprehensive data dashboard Monthly Monthly reports must be submitted electronically by email. Microsoft Word or PDF files are acceptable
COR
Completed Student Evaluations
Comprehensive data dashboard Monthly Evaluation forms must be submitted electronically by email. Microsoft Word or PDF files are acceptable
COR
Annual Report Comprehensive data dashboard Due date will be discussed at the Kickoff meeting
Annual Report must be submitted electronically by email. Microsoft Word or PDF files are acceptable
COR
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